What Is an Independent Financial Advisor?

Learn how independent financial advisors operate.
WealthManagement.com

On The Bleeding Edge Of Financial Planning Fee-For-Service Regulation

When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...
Standard-Journal

BlackRock Advisor Survey Shows Advancing High-Net-Worth Business is Driven by Tax Management, Private Markets, and Customized Model Portfolios

BlackRock today released findings from its inaugural Advisor Trends Survey, capturing the perspectives of more than 1,000 U.S. financial advisors across channels, regions, and firm sizes, 92% of whom ...
InvestmentNews

Origin's new low-fee AI ‘robo-planner’ (that still won’t threaten human advisors)

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...